Large companies depend on senior financial analysts for smart financial choices and strong strategies. These experts examine financial information, spot trends, and offer guidance for the company's directions, goals, and health. They use their skills in analyzing, forecasting, and assessing risks to help companies improve financial results, find opportunities for growth, and account for potential problems. Their deep knowledge of business and financial analysis can provide well-informed information and advice leading to a company’s lasting success and stability.

Small business owners can greatly benefit from the expertise of a financial analyst. With their guidance, you can gain a deeper understanding of your company's financial health, identify avenues for growth, and effectively plan and measure success. By leveraging their skills in evaluating financial data, budget planning, and risk assessment, financial analysts empower small businesses to make informed decisions, optimize resource allocation, and navigate challenges with confidence. With their support, you can streamline financial management, increase profitability, and lay a solid foundation for sustained growth.

Revenue Analysis: Our comprehensive revenue analysis delves into your sales and revenue figures relative to your industry benchmarks and local demographics, pinpointing areas of strength and opportunities for improvement. We identify high-performing revenue streams and offer data-driven insights to optimize your sales strategies.

Net Margin/Cost Analysis: Understanding your net margin relative to industry standards is vital. Our analysis not only benchmarks your net margin but also provides actionable recommendations to enhance cost efficiency and improve profitability.

Financial Forecasting: Gain insights into the future with our financial forecasting services. We assess industry trends, local market dynamics, and the potential impact of your strategies on your financial performance over the next three years, empowering you to make informed decisions for sustainable growth.

Budgeting: Our budgeting services provide a roadmap for your financial decision-making process. By helping you allocate resources efficiently, control spending, and ensure your business operates within its means, we pave the way for long-term financial stability and success.

Accounting Support and Help: Whether you need assistance setting up or managing your accounting and bookkeeping processes, we offer tailored solutions to meet your needs, ensuring accuracy, compliance, and efficiency in your financial operations.

Business Evaluation for Sale: Thinking of selling your business? Let us evaluate your business and provide strategic recommendations to maximize its value on the market and help you sell your small business.

We offer our support at affordable pricing tailored for small businesses, recognizing that most can't afford to employ a full-time analyst at salaries ranging from $75,000 to $110,000 annually.

However,  here is a general guide for some of our work. We provide discounts for multiple services. Contact us for more information and more accurate estimates. 

Revenue Analysis Pricing: Company Sales $0 - $750,000: $299 Company Sales $750,000 - $1,500,000: $399 For annual sales exceeding $1,500,000, please contact us for a detailed quote.

Net Margin/Cost Analysis Pricing: Company Sales $0 - $750,000: $299 Company Sales $750,000 - $1,500,000: $399 For annual sales exceeding $1,500,000, please contact us for a detailed quote.


Financial Forecasting, Budgeting, & Accounting/Bookkeeping and other services:
The pricing for our services is estimated based on your company's revenue, with hourly rates typically ranging from $35 to $75 depending on the complexity of the work needed. 

Selling your business/evaluations
Contact us for more details.